🇺🇸 SECNIO Inc.Qwen · 实盘不做把握 8/10不做原因:无增量信息
北京时间·🕒 发布 18:03:05·⟳ 抓取 18:09:21 +6m16s·⚡ 决策 09-01 18:13:11 +3m50s·55.9 天前
蔚来2026年8月交付35,836辆,同比增14.5%但较年初至今57.9%增速明显放缓
蔚来每月发布交付数据,属于例行披露;8月35,836辆与7月35,934辆基本持平,同比+14.5%虽正但较YTD 57.9%显著放缓,市场通过周度上险数据已可预判;股价处于52周低位且13周持续下行,做多无趋势支撑、做空不满足强催化红线。无增量事实可交易。
📄 原文NIO Inc.↗ 原文
----- tm2624535d1_6k.htm ----- 6-K 1 tm2624535d1_6k.htm FORM 6-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washi…
不做 蔚来(NIO.US)
例行月度交付披露无增量事实:8月35,836辆与7月持平,同比+14.5%虽正但较YTD 57.9%显著放缓,市场已通过周度上险数据预判;股价处52周低位且13周持续下行(100→74),做多无趋势支撑;做空不满足强催化红线(非盈利预警/指引下修)。无正期望交易机会。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
结论摘要
蔚来8月交付35,836辆(+14.5% YoY),为例行月度披露。环比与7月持平,同比增速较YTD 57.9%大幅放缓,反映基数效应和产品周期间歇。中国周度上险数据已使月度交付可预判,无surprise。NIO.US处于$4.23的52周低位,13周指数化轨迹从100持续下行至74,20日跌幅-12%,做多缺乏趋势支撑。做空方面,例行交付数据不构成盈利预警或指引下修级别的强空催化。综合判断无正期望交易机会。
🔎 新鲜度:最早出现 2026-09-01 · 扩散 low · price-in 风险 high ↗
反向证据
- 做多前查反向 · 来源 kb_search · 日期 2026-08-01 · 影响 weakens
7月交付35,934辆(内部库推文),8月35,836辆环比持平无surprise;Q2指引月均40K+,当前已低于该水平
检索:NIO 蔚来 2026年8月 交付量 预期 月度交付
先例如何影响了这次决策
对本次决策的影响:例行月度交付数据不构成可交易催化,无需先例校准
工具执行结果 · 成功 4 · 降级 1 · 失败 0 · 取消 0
- search_processed_events 成功 stock_tools HTTP · 1,059 ms
{"result": "search_processed_events:agent query=`nio 35836 vehicles delivered august | nio august 2026 delivery update | 蔚来 2026年8月交付`;结构化索引覆盖完整 72 小时;旧记录兼容扫描近 71.2/72 小时、1922 条本臂决策(完整),返回 0 条候选。未命中只表示这些 agent query 表达式没有召回候选,不能据此证明消息首发或不是重复;按当前事件继续正常研判。"} - stock_quote 降级 stock_tools HTTP · 2,740 ms
取价失败: Futu returned no quote - price_snapshot 成功 stock_tools HTTP · 220 ms
{ - kb_search 成功 stock_tools HTTP · 3,037 ms
{ - search_case_library 成功 stock_tools HTTP · 414 ms
{"result": "search_case_library「NIO.US」无历史决策命中(我们过去没在这些标的上决策过,或历史尚未回填)。\n◆ NIO.US:相关历史决策 35 条 · 其中该标的 ENTER 0 条(0.0%) · 我们从没在这只票上 ENTER 过"}
原文全文
展开原文 · 6,635 字
----- tm2624535d1_6k.htm -----
6-K
1
tm2624535d1_6k.htm
FORM 6-K
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 6-K
REPORT OF FOREIGN PRIVATE ISSUER
PURSUANT TO RULE 13a-16 OR 15d-16 UNDER
THE SECURITIES EXCHANGE ACT OF 1934
For the month of September 2026
Commission File Number: 001-38638
NIO Inc.
(Registrant’s Name)
Building 19, No. 1355, Caobao Road, Minhang
District
Shanghai, People’s Republic of China
(Address of Principal Executive Offices)
Indicate by check mark whether the registrant files or will file annual
reports under cover Form 20-F or Form 40-F.
Form 20-F
x
Form 40-F
¨
EXHIBIT INDEX
Exhibit No.
Description
99.1
NIO Inc. Provides August
2026
Delivery Update
SIGNATURES
Pursuant to the requirements of the Securities
Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.
NIO Inc.
By
:
/s/ Yu Qu
Name
:
Yu
Qu
Title
:
Chief
Financial Officer
Date:
September 1, 2026
----- tm2624535d1_ex99-1.htm -----
EX-99.1
2
tm2624535d1_ex99-1.htm
EXHIBIT 99.1
Exhibit 99.1
NIO Inc. Provides August 2026 Delivery
Update
·
35,836 vehicles were delivered in August 2026, increasing by 14.5% year-over-year
·
262,893 vehicles were delivered year-to-date in 2026, increasing by 57.9% year-over-year
·
Cumulative deliveries reached 1,260,485 as of August 31, 2026
SHANGHAI, China, September 01, 2026 (GLOBE
NEWSWIRE) -- NIO Inc. (NYSE: NIO; HKEX: 9866; SGX: NIO) (“NIO” or the “Company”), a pioneer and a leading company
in the global smart electric vehicle market, today announced its August 2026 delivery results.
The Company delivered 35,836 vehicles in August 2026,
representing an increase of 14.5% year-over-year. The deliveries consisted of 21,174 vehicles from NIO brand, 8,810 vehicles from ONVO
brand, and 5,852 vehicles from FIREFLY brand. Cumulative deliveries reached 1,260,485 as of August 31, 2026.
On August 7, 2026, NIO inaugurated its 4,000th
total and first fifth-generation battery swap station, marking the official integration of the FIREFLY brand into NIO Power’s battery
swap network. The fifth-generation station offers significantly enhanced compatibility across all models under the NIO, ONVO and FIREFLY
brands, while NIO’s expanding charging and battery swap network continues to generate scale effects and support vehicle sales growth.
On August 21, 2026, the NIO All-New ES8 reached
140,000 cumulative deliveries, just 335 days after deliveries began. From January to July 2026, the NIO ES8 ranked No. 1
in cumulative sales in both the large SUV segment and the segment priced above RMB400,000 in China. With its compelling all-scenario product
experience, the NIO ES8 continues to strengthen NIO’s leadership in the premium BEV SUV market.
About NIO Inc.
NIO Inc. is a pioneer and a leading company in
the global smart electric vehicle market. Founded in November 2014, NIO aspires to shape a sustainable and brighter future with the
mission of “Blue Sky Coming”. NIO envisions itself as a user enterprise where innovative technology meets experience excellence.
NIO designs, develops, manufactures and sells smart electric vehicles, driving innovations in next-generation core technologies. NIO distinguishes
itself through continuous technological breakthroughs and innovations, exceptional products and services, and a community for shared growth.
NIO provides premium smart electric vehicles under the NIO brand, premium smart electric vehicles for families through the ONVO brand,
and small smart high-end electric cars with the FIREFLY brand.
Safe Harbor Statement
This press release contains statements that may
constitute “forward-looking” statements pursuant to the “safe harbor” provisions of the U.S. Private Securities
Litigation Reform Act of 1995. These forward-looking statements can be identified by terminology such as “will,” “expects,”
“anticipates,” “aims,” “future,” “intends,” “plans,” “believes,”
“estimates,” “likely to” and similar statements. NIO may also make written or oral forward-looking statements
in its periodic reports to the U.S. Securities and Exchange Commission (the “SEC”), in its annual report to shareholders,
in announcements, circulars or other publications made on the websites of each of The Stock Exchange of Hong Kong Limited (the “SEHK”)
and the Singapore Exchange Securities Trading Limited (the “SGX-ST”), in press releases and other written materials and in
oral statements made by its officers, directors or employees to third parties. Statements that are not historical facts, including statements
about NIO’s beliefs, plans and expectations, are forward-looking statements. Forward-looking statements involve inherent risks and
uncertainties. A number of factors could cause actual results to differ materially from those contained in any forward-looking statement,
including but not limited to the following: NIO’s strategies; NIO’s future business development, financial condition and results
of operations; NIO’s ability to develop and manufacture vehicles of sufficient quality and appeal to customers on schedule and on
a large scale; its ability to ensure and expand manufacturing capacities including establishing and maintaining partnerships with third
parties; its ability to provide convenient and comprehensive power solutions to its customers; the viability, growth potential and prospects
of the battery swapping, BaaS, and NIO Assisted and Intelligent Driving and its subscription services; its ability to improve the technologies
or develop alternative technologies in meeting evolving market demand and industry development; NIO’s ability to satisfy the mandated
safety standards relating to motor vehicles; its ability to secure supply of raw materials or other components used in its vehicles; its
ability to secure sufficient reservations and sales of its vehicles; its ability to control costs associated with its operations; its
ability to build its current and future brands; general economic and business conditions globally and in China and assumptions underlying
or related to any of the foregoing. Further information regarding these and other risks is included in NIO’s filings with the SEC
and the announcements and filings on the websites of each of the SEHK and SGX-ST. All information provided in this press release is as
of the date of this press release, and NIO does not undertake any obligation to update any forward-looking statement, except as required
under applicable law.
For more information, please visit: http://ir.nio.com
Investor Relations
ir@nio.com
Media Relations
global.press@nio.com
6-K
1
tm2624535d1_6k.htm
FORM 6-K
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 6-K
REPORT OF FOREIGN PRIVATE ISSUER
PURSUANT TO RULE 13a-16 OR 15d-16 UNDER
THE SECURITIES EXCHANGE ACT OF 1934
For the month of September 2026
Commission File Number: 001-38638
NIO Inc.
(Registrant’s Name)
Building 19, No. 1355, Caobao Road, Minhang
District
Shanghai, People’s Republic of China
(Address of Principal Executive Offices)
Indicate by check mark whether the registrant files or will file annual
reports under cover Form 20-F or Form 40-F.
Form 20-F
x
Form 40-F
¨
EXHIBIT INDEX
Exhibit No.
Description
99.1
NIO Inc. Provides August
2026
Delivery Update
SIGNATURES
Pursuant to the requirements of the Securities
Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.
NIO Inc.
By
:
/s/ Yu Qu
Name
:
Yu
Qu
Title
:
Chief
Financial Officer
Date:
September 1, 2026
----- tm2624535d1_ex99-1.htm -----
EX-99.1
2
tm2624535d1_ex99-1.htm
EXHIBIT 99.1
Exhibit 99.1
NIO Inc. Provides August 2026 Delivery
Update
·
35,836 vehicles were delivered in August 2026, increasing by 14.5% year-over-year
·
262,893 vehicles were delivered year-to-date in 2026, increasing by 57.9% year-over-year
·
Cumulative deliveries reached 1,260,485 as of August 31, 2026
SHANGHAI, China, September 01, 2026 (GLOBE
NEWSWIRE) -- NIO Inc. (NYSE: NIO; HKEX: 9866; SGX: NIO) (“NIO” or the “Company”), a pioneer and a leading company
in the global smart electric vehicle market, today announced its August 2026 delivery results.
The Company delivered 35,836 vehicles in August 2026,
representing an increase of 14.5% year-over-year. The deliveries consisted of 21,174 vehicles from NIO brand, 8,810 vehicles from ONVO
brand, and 5,852 vehicles from FIREFLY brand. Cumulative deliveries reached 1,260,485 as of August 31, 2026.
On August 7, 2026, NIO inaugurated its 4,000th
total and first fifth-generation battery swap station, marking the official integration of the FIREFLY brand into NIO Power’s battery
swap network. The fifth-generation station offers significantly enhanced compatibility across all models under the NIO, ONVO and FIREFLY
brands, while NIO’s expanding charging and battery swap network continues to generate scale effects and support vehicle sales growth.
On August 21, 2026, the NIO All-New ES8 reached
140,000 cumulative deliveries, just 335 days after deliveries began. From January to July 2026, the NIO ES8 ranked No. 1
in cumulative sales in both the large SUV segment and the segment priced above RMB400,000 in China. With its compelling all-scenario product
experience, the NIO ES8 continues to strengthen NIO’s leadership in the premium BEV SUV market.
About NIO Inc.
NIO Inc. is a pioneer and a leading company in
the global smart electric vehicle market. Founded in November 2014, NIO aspires to shape a sustainable and brighter future with the
mission of “Blue Sky Coming”. NIO envisions itself as a user enterprise where innovative technology meets experience excellence.
NIO designs, develops, manufactures and sells smart electric vehicles, driving innovations in next-generation core technologies. NIO distinguishes
itself through continuous technological breakthroughs and innovations, exceptional products and services, and a community for shared growth.
NIO provides premium smart electric vehicles under the NIO brand, premium smart electric vehicles for families through the ONVO brand,
and small smart high-end electric cars with the FIREFLY brand.
Safe Harbor Statement
This press release contains statements that may
constitute “forward-looking” statements pursuant to the “safe harbor” provisions of the U.S. Private Securities
Litigation Reform Act of 1995. These forward-looking statements can be identified by terminology such as “will,” “expects,”
“anticipates,” “aims,” “future,” “intends,” “plans,” “believes,”
“estimates,” “likely to” and similar statements. NIO may also make written or oral forward-looking statements
in its periodic reports to the U.S. Securities and Exchange Commission (the “SEC”), in its annual report to shareholders,
in announcements, circulars or other publications made on the websites of each of The Stock Exchange of Hong Kong Limited (the “SEHK”)
and the Singapore Exchange Securities Trading Limited (the “SGX-ST”), in press releases and other written materials and in
oral statements made by its officers, directors or employees to third parties. Statements that are not historical facts, including statements
about NIO’s beliefs, plans and expectations, are forward-looking statements. Forward-looking statements involve inherent risks and
uncertainties. A number of factors could cause actual results to differ materially from those contained in any forward-looking statement,
including but not limited to the following: NIO’s strategies; NIO’s future business development, financial condition and results
of operations; NIO’s ability to develop and manufacture vehicles of sufficient quality and appeal to customers on schedule and on
a large scale; its ability to ensure and expand manufacturing capacities including establishing and maintaining partnerships with third
parties; its ability to provide convenient and comprehensive power solutions to its customers; the viability, growth potential and prospects
of the battery swapping, BaaS, and NIO Assisted and Intelligent Driving and its subscription services; its ability to improve the technologies
or develop alternative technologies in meeting evolving market demand and industry development; NIO’s ability to satisfy the mandated
safety standards relating to motor vehicles; its ability to secure supply of raw materials or other components used in its vehicles; its
ability to secure sufficient reservations and sales of its vehicles; its ability to control costs associated with its operations; its
ability to build its current and future brands; general economic and business conditions globally and in China and assumptions underlying
or related to any of the foregoing. Further information regarding these and other risks is included in NIO’s filings with the SEC
and the announcements and filings on the websites of each of the SEHK and SGX-ST. All information provided in this press release is as
of the date of this press release, and NIO does not undertake any obligation to update any forward-looking statement, except as required
under applicable law.
For more information, please visit: http://ir.nio.com
Investor Relations
ir@nio.com
Media Relations
global.press@nio.com
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每次领取产生一条记录,重新决策追加一条并以 supersedes 指向被替代的记录(ADR 0014)。
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